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Unified Communications for Financial Services

Integrated Communications and Customer Engagement Solutions

Improve your Customer Service capabilities with our integrated suite of communications and customer engagement solutions designed for Financial Services organizations.

Take your Customer and Member Engagement to the Next Level

Proven Expertise, Demonstrated Results

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We understand how important it is for banks and credit unions to deliver world class service

to their customers and members.  Just ask the more than 1,500 banks and credit unions who depend on our integrated communications and customer engagement solutions. 

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Primarily provided by Fiserv, the global leader in financial services technology,

our solutions include TrustID/Biometrics Authentication, IVR Customer Self-Service

and hosted Unified Communications and Contact Center services - integrated with

Fiserv's Core Account Processors and delivered under their ConvergeIT® brand.

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Not using a Fiserv Core Account Processor?  You can still enjoy the benefits of our hosted Unified Communications and Contact Center solutions.

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AI-enabled IVR Self-Service

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ConvergeIT® IVR by Fiserv combines Speech Recognition, Text to Speech, Artificial Intelligence and TrustID/Biometrics Automated Authentication.

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A great, conversational self-service experience encourages customers and members to check balances and handle routine transactions through the IVR.  This frees up agents to focus on new business and more complex transactions. 

TECHNOLOGY CONSULTING

Our technology consulting services are designed to help our customers gain a competitive business advantage.

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Whether you need help with IT strategy, software development, or other technology-related issues, our team of experts is here to help.

Secure SIP Authentication & Fraud Prevention

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Reduce your risk of telephone-based fraudulent account access with Fiserv's ConvergeIT® IVR with Secure SIP.  Employing pre-answer Caller Authentication combined with post-answer Voice Biometrics, Secure SIP provides industry leading safe and secure access to the ConvergeIT® IVR.  With Secure SIP, callers are first authenticated while in the ringing state, with voice biometrics used as a second layer of authentication once the call has been connected.

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Calls that require an agent have been pre-authenticated, and the customer’s record can “pop” for the agent as they connected to the caller. 

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FrontStage Omni-Channel Contact Center

 

Engage your customers and members throughout their entire journey – via voice , webchat, email, SMS, and social media.   FrontStage provides the tools your agents and managers need to ensure superior customer services. 


For Fiserv customers, integration with ConvergeIT® IVR provides automated authentication and “ screen pops” with the caller’s data.

Hosted Unified Communications

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Includes everything your bank or credit union needs.  Connect with a Poly phone, softphone, cell phone app or all three.  With a web-based management interface and web-based desktop app, you’ll always be on the latest version.

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Forget about hardware/software maintenance and system updates.  Having everything securely hosted takes care of the heavy lifting so that you can focus on providing great communications to your customers.

Ready to Learn more about our Solutions for Financial Services?

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